Institutional Business Development Officer

2 weeks ago


Fort Lauderdale, United States First Citizens BancShares Full time

Job OpportunityThis position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank's offerings to determine the appropriate service for client needs. Facilitates client service and retention goals by ensuring a smooth transition of the business for any acquired clients.ResponsibilitiesClient Acquisition - Promotes the Bank's institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals.Partnership - Cultivates strong partnerships with associates and team members to achieve sales results. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners.Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners.Coordination - Coordinates activities and communication between the Bank's administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses.QualificationsBachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales)License or Certification Type: Possess or obtains valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses within a specified timeframe. RequiredSkill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable MarketBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at jobs.firstcitizens.com/benefits.



  • Fort Lauderdale, United States First Citizens Bank Full time

    OverviewThis position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank's offerings to determine the appropriate...


  • Fort Lauderdale, Florida, United States iBusiness Funding Full time

    About iBusiness FundingiBusiness Funding is a software and lender service provider specializing in small business lending. Our technology, team, and process enable us to support loans from $10,000 to $25 million for our lending partners. Our technology solutions have been proven to quickly scale our clients' portfolios without the need for additional...


  • Fort Lauderdale, United States Staffing Full time

    Business Development/Sales OpportunityOur client is a leading provider of scaffolding, shoring, swing stages, and hoisting in the state of Florida looking for a business development person for their new, state of the art Fort Lauderdale based office. Strong salary, benefits and other related perks. Presentations with construction, general contractors and...


  • Fort Lauderdale, United States The Broward Partnership Full time

    Chief Development Officer – The Broward Partnership Job Type: Full‑time Job Summary The Chief Development Officer (CDO) is responsible for developing and implementing a fundraising strategy to support the organizational budget in alignment with the mission and purpose of BP. The CDO acts as the primary fundraiser for giving campaigns while providing team...


  • Fort Lauderdale, Florida, United States CoreTitle Full time

    CORE is currently seeking a hardworking and experienced Title Insurance Sales Representative. Join one of Fort Lauderdale's  fastest growing title companies and most successful title team Whether you have a well-established client base or need help taking your business to the next level, we want to meet.Increase overall resale and refinance market share in...


  • Fort Lauderdale, Florida, United States Paul Bridges Group Full time

    Business Development Manager –South Florida MarketPosition Overview:Paul Bridges Group is partnered with a high-growth consulting firm recognized on the Inc. 5000 list and known for its strategic focus on the Office of the CFO. With a team of 90+ Big 4 CPA-trained Advisory consultants, they deliver project-based solutions to PE-backed portfolio and private...


  • Fort Lauderdale, United States PainPoint Health Full time

      Business Development Associate   Part-Time $32–$38/hour | 30% Bonus Potential | Hybrid (2–3 days on-site per week) Location:|Fort Lauderdale, FL 33308 Opportunity for full-time growth in a dynamic, patient-focused healthcare practice. About Florida Spine Care Florida Spine Care is a leading spine and pain management practice dedicated to helping...


  • Fort Lauderdale, Florida, United States FirstEnroll Full time

    Job Title: Business Development ManagerDepartment: GTM / SalesReports to: Chief Revenue OfficerLocation: FL (Tampa), GA (Greater Atlanta), or TX (Greater Dallas Fort-Worth)Role PurposeThe Business Development Manager (BDM) is responsible for driving Heathos' growth by identifying, recruiting, activating, and enabling Independent Marketing Organizations...


  • Fort Lauderdale, United States Staffing Full time

    Business DeveloperThe Business Developer plays a key role in developing new prospects and accounts. This position consists of making outside cold calls to local businesses and companies, calling to schedule appointments, creating and delivering proposals from sales leads, etc. This position will focus on developing and securing new business with local small...


  • Fort Lauderdale, United States USPI Full time

    Business Office ManagerBusiness Office Manager at The Surgery Center of Ft. LauderdaleThe Business Office Manager provides day-to-day management of the business office staff and will play a vital role in the efficient operation of our healthcare facility. You will oversee and manage the business office operations, ensuring compliance with healthcare...